DIMENSIONAL ETF TRUST's ticker is and the CUSIP is 25434V765. A total of 123 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,516 | -9.1% | 9,936 | -7.1% | 0.14% | -15.3% |
| Q1 2024 | $287,562 | -7.8% | 10,698 | -12.0% | 0.17% | -22.7% |
| Q4 2023 | $311,872 | +3.6% | 12,154 | -7.6% | 0.22% | -7.9% |
| Q3 2023 | $300,941 | -3.3% | 13,153 | +3.4% | 0.24% | -4.0% |
| Q2 2023 | $311,288 | +27.0% | 12,716 | +25.5% | 0.25% | +17.5% |
| Q1 2023 | $245,016 | – | 10,133 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Adero Partners, LLC | 5,844,392 | $157,447,929 | 11.92% |
| Planning Center, Inc. | 1,770,907 | $47,708,235 | 10.38% |
| FISCHER INVESTMENT STRATEGIES, LLC | 355,647 | $9,581,123 | 8.38% |
| Aprio Wealth Management, LLC | 1,513,699 | $40,779,047 | 7.99% |
| Bridgewater Advisors Inc. | 1,887,327 | $50,844,577 | 7.61% |
| SATOVSKY ASSET MANAGEMENT LLC | 891,022 | $24,004,129 | 7.02% |
| Oceanside Advisors LLC | 242,627 | $6,536,383 | 5.41% |
| WALDEN WEALTH PARTNERS LLC | 333,047 | $8,852,399 | 5.14% |
| GREAT OAK CAPITAL PARTNERS, LLC | 422,240 | $11,375,149 | 5.05% |
| Carlson Capital Management | 3,827,944 | $103,124,812 | 4.87% |